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Rebecca Wipfler

Senior Client Service Manager

CFP®

Rebecca Wipfler enjoys helping clients reach their unique financial goals while building relationships with them as a Client Service Manager on the Johnson Team at Moneta.

Rebecca earned both a Bachelor of Arts in Economics and a Master of Arts in Economics from the University of Missouri-Columbia.

In her free time, she enjoys reading, listening to podcasts, and spending time with her friends and family.

  • CERTIFIED FINANCIAL PLANNER®

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Monthly Recap – February 2025

Monthly Recap – February 2025

March 6, 2025

MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...

The Trump 2.0 Trade: Over Before it Started?

The Trump 2.0 Trade: Over Before it Started?

March 4, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...

How to ensure your retirement is as successful as your career 

How to ensure your retirement is as successful as your career 

March 3, 2025

Translating complex executive compensation into your dream retirement  In the fast-paced world of corp...

A Freeze Precedes a Drought

A Freeze Precedes a Drought

February 27, 2025

Post by Deb Dubin, Chief Philanthropy Officer. Executive Orders (EO) signed by the President in Januar...

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